Genmab — Oktober 2017

[Nickstar]

Nej da, vi er bare begyndt på glöggen, og den Schlår hååårdere end vi huschker.... hik

[royal]

Hvis man keder sig er der på Discovery channel lige nu et program der hedder "first in human" det handler om var-t

[royal]

Car-t

[GeorgeBest]

Car-t bliver nok den største trussel for topsalgsestimatet for Darzalex. Specielt hvis fokus på prisstrukturer kommer yderligere til debat. 1 car-t behandling er jo meget billigere end 5 års dara/rev/dex kur

[bibob]

God morgen.

[bibob]

GB.- Muligvis, men prisen på Dara sc version kendes vel ikke.

[GeorgeBest]

Bibob-sc versionen bliver neppe billigere end iv. Men hvis den gør, så rammer det jo også topsalgsestimatet. Men den dyreste komponent i dara/rev/dex er jo Revlimid. Så det er et problem som Janssen ikke kontrollerer

[GeorgeBest]

Celgene (der ejer Revlimid) er Partner med Bluebird på MM car-t. De vil kæmpe med næb og klør for car-t, så de har noget klar når Revlimid går af patent i 2024.

[Helge_LarsenPI-redaktør]

God morgen.

[JKY_VH]

Troede det var os der skulle købes https://www.nordnet.dk/mux/web/analys/nyheter/nyheterPressmeddelanden.html

[JKY_VH]

og god morgen

[JKY_VH]

Nå, den fik jeg vist læst lidt for hurtigt...:-)

[bibob]

JKY. - Genmab bliver ikke solgt for så små penge.

[E_L]

GeorgeB Q&A August; What do you see as the biggest competitor for Dara? Do you see CAR-T therapy as a serious threat?

[E_L]

Jan Van de Winkel: There are not many active competitors for dara...
perhaps some of the 'new' checkpoint blockers could turn out to be active in the same
therapeutic area, but we really view dara as a backbone treatment ie a drug that can be an ideal combination partner for other drugs...
as it relates to CAR-T, this is more of a procedure than a traditional medicine.
Potentially more suited to end stage patients in limited numbers of clinical centres.

[JKY_VH]

nej, det må vi ikke håbe bibob

[Sukkeralf]

E L - thats how CAR-T looks like now but a lot of things is going on out there so to me CAR-T is at the moment the biggest threat. I imagine that CAR-T BCMA will get a lot of attention at ASH this year

[E_L]

I see you are starting to change your point of view slowly on this. I share your concern, which is why i try to follow it as well as I can.

[E_L]

I worry that JvdW does not appreciate the effect of CAR-T on Genmab share price; many investors are worried about competition; IF he is right, he should speak out about
it and explain to investors why he thinks it is not a threat.

[GeorgeBest]

Why would Celgene want to spend billions on a collaboration with Bluebird? Why would Novartis do the same with Juno? And why would Gilead buy Kite for 11.9 billion USD? One of them might be stupid, but not all 3!